Market News

The iPhone 18 is going to cost Apple more to make. The big question is how much of the costs will be passed onto consumers.

Apple (NASDAQ:AAPL) shares are in the red today amid reports that rising memory costs could result in higher prices for the iPhone 18, while a Jefferi...

One product setback could complicate Apple's premium pricing push

Microsoft stock has delivered a 76.8% return over the past 5 years, yet the latest valuation checks suggest it no longer looks obviously cheap, with a...

Jefferies analysts said in a note that their supply-chain checks suggest Apple has canceled the planned all-glass iPhone due to poor production yields...

Nvidia (NVDA) is expected to beat estimates and raise guidance on strong Vera Rubin demand and cloud

Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July ...

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter...

CNBC's MacKenzie Sigalos joins 'The Exchange' to discuss how AI is accelerating the race between Apple and security researchers, as the company patche...

Taiwan Semiconductor Manufacturing (NYSE: TSM) is the direct supply-chain beneficiary. Microsoft is negotiating with TSMC to fill an order that dwarfs...

Micron stock was reacting to news that Apple has tested memory chips from China’s ChangXin Memory Technologies.

The average brokerage recommendation (ABR) for Advanced Micro (AMD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analy...

Apple is seeking White House approval to use chips from CXMT in devices sold in China amid an AI-driven component shortage

Microsoft (MSFT) intends to greatly increase production of its internally designed artificial intell

The Investment Committee debate how to trade Apple after Jefferies downgrades the stock to a sell.

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter...

Apple Inc (NASDAQ:AAPL) shares are retreating Monday after Jefferies took a bearish position on the iPhone maker, shifting its rating to Underperform ...

AI's biggest opportunity could also be its biggest hidden risk. Here's what investors need to know before the next shakeout.

The deal values Lancium, which owns the first operational Stargate site in Abilene, Texas, at around $10 billion

Investing.com -- Bernstein reiterated an Outperform rating on Microsoft and raised its price target to $660 from $647 in a note on Monday, pushing bac...